Data / Investment advisers / California / Steelpeak Wealth, LLC
Steelpeak Wealth, LLC, Los Angeles, CA: $4.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Steelpeak Wealth, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $4.1 billion in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 4 private funds.
The request: Watch Steelpeak Wealth, LLC (CRD number 165168): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 165168
- SEC file number
- 801-77132
- SEC status
- Approved, effective September 10, 2012
- Main office
- 1880 Century Park East Suite 1017, Los Angeles, CA 90067
- Phone
- (818) 835-8720
- Website
- steelpeak.com
- Regulatory AUM
- $4,148,078,008 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $4,101,101,046
- Non discretionary AUM
- $46,976,962
- Accounts
- 8,591
- Employees
- 84, of which 35 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 4: 2 other private funds, 1 hedge fund, 1 private equity fund
- Gross assets of private funds
- $25,440,778
- Other offices
- 14
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 858 | $3.23 billion |
| Individuals (other than high net worth individuals) | 1,420 | $455.2 million |
| Corporations or other businesses | 25 | $392.2 million |
| Pension and profit sharing plans | 121 | $46 million |
| Pooled investment vehicles | 3 | $24.8 million |
| Investment companies | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.15 billion | March 25, 2026 |
| December 1, 2025 | $3.44 billion | October 22, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Genter Capital Management | Los Angeles | $5.10 billion | Not listed | adviserinfo.sec.gov |
| Empyrean Capital Partners, LP | Los Angeles | $4.97 billion | 1 | adviserinfo.sec.gov |
| Hawk Ridge Capital Management LP | Los Angeles | $4.53 billion | 1 | adviserinfo.sec.gov |
| Sci Capital Partners LP | Los Angeles | $4.37 billion | 1 | adviserinfo.sec.gov |
| Truelink Capital Management, LLC | Los Angeles | $4.20 billion | 13 | adviserinfo.sec.gov |
| Brentwood Private Equity, LLC | Los Angeles | $3.97 billion | 23 | adviserinfo.sec.gov |
| Kingswood Capital Management, L.P. | Los Angeles | $3.75 billion | 15 | adviserinfo.sec.gov |
| CFT Capital Management, LLC | Los Angeles | $3.75 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Steelpeak Wealth, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.